Andrew Lee,

With more than 30 years of business experience on three continents – from plucky startups to multinational powerhouses, in three languages – Andrew has earned an uncommonly wide perspective on wealth, investing and the global movement of money. Today, he uses these experiences to help individuals, families, businesses and nonprofits understand financial opportunity and helps them pursue it with confidence.

His approach to wealth management is one that is intimately connected to his clients' lives and goals. Creating a sound, personalized investing strategy is a pillar of this approach, but he also guides his clients’ on managing their risks, planning for retirement, creating a philanthropic legacy and meet the demands of life’s sudden changes. For his institutional clients, he helps leaders understand and meeting their fiduciary responsibilities, offering guidance rooted in prudence.

Andrew is personally warm and professionally diligent. To him, wealth is not an abstraction, but enables people’s goals and well-being. Wealth reflects their hard work and represents their options for the future. In his practice, he works with a wide range of people, from successful, savvy investors to people who are intimidated by the complexities of finance. He also regularly helps people rediscover their financial stability after major life events, like a divorce, inheritance or birth of a first child.

Andrew is fluent in English, Korean and Spanish.

Professional experience and background

Andrew started his career in finance in the U.S. at American Express Financial Advisors in 1991. In 1999, he launched an internet startup in Spain that offered IT solutions and services to large business clients. Later, he headed a salesforce transformation at Samsung Life Insurance in Seoul, South Korea, where he directed a change in business for 70,000 employees, following that by setting up a new Retirement Service Division in Northeast Asia for ING. He returned to North America in 2010, creating a wealth management practice with Merrill Lynch.

Andrew is a graduate of the University of California, Berkeley, where he earned a bachelor’s degree in economics. He has also earned certification as a Certified Plan Fiduciary Advisor (CPFA®), having completed a professional course of training on the management of institutional investment plans. He has also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, in which he demonstrated mastery of retirement planning concepts and strategies. Both designations, once earned, must be maintained by meeting ongoing ethical and continuing education requirements.

To support the community, Andrew is a member of the Korean American Chamber of Commerce of Los Angeles. He is a Rotarian, a member of the Rotary Club of Historic Filipinotown. Andrew founded the Berkeley Korean American Alumni Association, a scholarship granting organization.

He is originally from Seoul, South Korea, and moved to the San Fernando Valley when he was 16. He currently lives in  Los Angeles. with his wife, Miren. Outside the office, Andrew enjoys swimming, surfing and golfing.